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Investor Experience - Private Markets

Key Facts

Remote From: 
Full time
English

Other Skills

  • Troubleshooting (Problem Solving)
  • Professionalism
  • Communication
  • Detail Oriented
  • Curiosity
  • Empathy
  • Relationship Building
  • Problem Solving

Roles & Responsibilities

  • Highly interested in the Finance/Investing world
  • Empathetic and customer-focused
  • Curious with a preference for asking 'Why?'
  • Strong ability to execute tasks/projects and deliver results

Requirements:

  • Engage directly with sophisticated accredited investors actively deploying capital into pre-IPO and secondary market opportunities
  • Handle inbound live chats and email inquiries, from simple account balance questions to executing investor outcomes
  • Maintain trust and resolve issues efficiently, elevating the investor journey from first interaction through ongoing engagement
  • Provide a high-touch, premium client experience supporting private and secondary market offerings

Job description

About StartEngine

StartEngine is the FinTech powerhouse driving the future of fundraising and alternative investing. StartEngine was founded by Howard Marks, the co-founder of Activision (now valued at over $75B), with the goal of helping entrepreneurs achieve their dreams by removing funding barriers. Howard partnered with co-founder Ron Miller, a veteran entrepreneur and early advocate of equity crowdfunding, to build a platform that democratizes access to capital. In 2020, StartEngine welcomed Shark Tank judge and serial entrepreneur Kevin O’Leary (aka Mr. Wonderful) as Strategic Advisor and Investor. Since its inception, StartEngine has helped over 550 companies raise more than $1.5B from retail investors, with investments starting at as little as $100.

Why merely back a company when you can own a piece of it?


StartEngine’s newest team = Private Experience. This team is dedicated to delivering a high-touch, white-glove experience to our accredited investor community. This team serves as the primary point of contact for high-net-worth investors participating in StartEngine’s private and secondary market offerings, ensuring responsive support, seamless platform navigation, and an overall premium client experience.

In this role, you will work directly with sophisticated investors who are actively deploying capital into pre-IPO and secondary market opportunities. You’ll play a critical part in maintaining trust, resolving issues efficiently, and elevating the investor journey from first interaction through ongoing engagement. This is an opportunity to operate at the intersection of fintech, private markets, and client experience—supporting investors who expect professionalism, speed, and precision.

What You'll Do
  • We will prepare you to engage with retail accredited investors about investing. You'll learn about the private markets, secondaries, as well as gain a broader knowledge and understanding of how retail investors think and feel.
  • You'll handle inbound live chats as well as email inquiries, handling interactions that can range from something as simple as an account balance inquiry to the complexity of helping execute their desired outcome.
  • Your mission remains simple: provide a level of service that Investor's rave about because they feel more confident toward achieving their own financial dreams.

  • What We're Looking For
  • You're extremely interested in the Finance/Investing world
  • You're empathetic
  • If two roads diverged in the woods, you'd actually take the road less traveled
  • You're curious and your favorite question is "Why?"
  • You can execute tasks/projects and achieve results (You get stuff done!)

  • Perks & Benefits
  • 100% covered Medical/Dental/Vision - pick your own plan
  • Generous Equity package
  • Unlimited PTO and sick days
  • Paid WeWork Usage (optional)
  • 100% Remote
  • Team Off-sites
  • Paid Maternity/Paternity leave
  • Team Happy Hours
  • 401K program
  • Flexible hours
  • Be part of one of the fastest growing parts of the FinTech Industry
  • A chance to work with a highly profitable and rapidly expanding startup (not VC funded)
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